5387 results found
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Webhook Authentification
I’m pretty confident I should be able to break through the Merge Field bit as I’m sure I’m just doing something daft, but I don’t see how the WebHooks work.
When I provide an endpoint for PandaDoc to call, how do I set any headers or authentication? We don’t allow anything to make completely unauthenticated connections regardless of their origins. There’s mentions of shared keys that can be provided by Panda, but the challenge my end remains that if you cant authenticate with me, we wont even get as far as accepting the request.
2 votes -
Option to set up automatic reminders by selecting a user of the account
having an option to set up autoreminders for all the documents created by a particular user of the account
2 votes -
Edit contact in the document
ability to change the contact's name in the document
3 votes -
Hubspot mobile app
Ability to use the hubspot mobile app with PandaDoc
17 votes -
SEPA Direct Debit
Ability to set up SEPA direct debit through PandaDoc
23 votes -
Side by side editing
two separate documents side by side for editing
5 votes -
21 votes
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5 votes
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3 votes
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Justworks
Integration with Justworks.
3 votes -
Automatically put the value from one pricing table in another pricing table
Automatically put the value from one pricing table in another pricing table
22 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Signature with Conditional Approvals
It would be nice to have the option to include signatures in the conditional approval workflow.
8 votes -
Add or edit payment app settings for completed documents
I have a new custome that completed the agreement and wants to pay by CC. How do I do that? I didn't add the payment app to the agreement. They originally wanted to pay by ACH draft and have changed their minds.
4 votes -
3 votes
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Update Opportunity Products trigger should ignore any documents added to this Opportunity that change their status after Opp is closed
Once the Opportunity is closed, Update Opportunity Products trigger should ignore any documents added to this Opportunit that change their status.
2 votes -
Pricing Table: Set a Min/Max on Quantity when it's Editable for Recipients
Be able to set a Min/Max on Quantity when it's Editable for Recipients
7 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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11 votes
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alternate PandaDoc interface that doesn't use logos when we needed
alternate PandaDoc interface that doesn't use logos when we needed
2 votes -
Document Forwarding Help Text (Change forward button text and make it more visible)
Customer needs some kind of help text for when a recipient needs to forward a document. When it gets to them, they do not really understand how to forward.
Would be great to have help text or a walkthrough on the forwarding option (or just make it a little more visible) so its clear what to do on the recipient end.
5 votes -
Allow deleting PandaDoc documents from Pipedrive
I use the PandaDoc integration in Pipedrive. Is there a way to delete draft contracts from pipedrive without having to log into panda doc and search for the draft?
1 vote
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